Time to relax.

Time to relax.

Time to relax.

Time to relax.

Time to relax.

Time to relax.

Time to relax.

Time to relax.

Time to relax.

Edgewater Associates is part of Manx Financial Group plc, providing a wide range of financial services to the Isle of Man market for over 75 years. As a result of this connection, our clients benefit from financial security, corporate strength and extensive market expertise.

If you want to review your finances or wish to discuss any aspect of your personal or corporate financial situation, don’t hesitate to contact us.

Speak to us today

CLIENT CHARTER

CORE VALUES


INTEGRITY

We are committed to being open and honest in all areas of our business, with a special emphasis on transparency of costs and charges.

RESPECT

We will listen actively to others, respond appropriately and work effectively with a diverse range of individuals, from our clients, colleagues and shareholders to regulators and business partners. We will be willing to learn from others.

ACCOUNTABILITY

We are prepared to take responsibility for our work, make a commitment, find solutions and be held accountable for delivery and results.

COMMUNICATION

All of our Financial Advisers will maintain membership of a relevant professional body, will conduct themselves in accordance to the code of conduct provided by their professional body of choice, and will commit to a minimum of 35 hours per annum of structured continued development of competence.

COMPETENCE

We are committed to being open and honest in all areas of our business, with a special emphasis on transparency of costs and charges.

WHAT THIS MEANS TO YOU


Our financial advisers are highly qualified, maintain membership of a professional body and continue to develop their competence to ensure your needs are fully met.

WE WILL

work effectively with a diverse range of people including colleagues, business partners, shareholders and regulators.

take the time to fully understand your personal and financial circumstances, investment objectives, attitude to risk and capacity for loss, and investment time horizons.

explain fully the true cost, benefits and consequences of any product or service we recommend.

advise you what our fees are in advance, so you know exactly what you are paying for.

never give you the “hard sell” and will let you make up your own mind in your own time.

CODES OF CONDUCT


Our financial advisers are highly qualified, maintain membership of a professional body and continue to develop their competence to ensure your needs are fully met.

CHARTERED INSURANCE INSTITUTE/PERSONAL  FINANCE SOCIETY (CII & PFS)

CHARTERED INSTITUTE OF SECURITIES AND INVESTMENT(CISI)

INSTITUTE OF 
FINANCIAL SERVICES (IFS)

INTERNATIONAL COMPLIANCE
ASSOCIATION